Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Is the 10 Year Tips Rate Going Down?
03:09 • 3min
Is the Debt Ceiling Resolved?
06:18 • 2min
The Recession Is the Best Point to Buy Equities
07:57 • 4min
Do You Think the Fed Should Raise the Fed?
11:56 • 3min
What's the Story Behind Manhattan West?
14:34 • 1min
Building Portfolios Versus a 6040 Portfolio?
15:55 • 5min
High Yield Bonds
20:35 • 4min
Is the Bond Market Going to Be Up in Single Digits This Year?
24:37 • 3min
Is There a Risk of a Low Grade Nuclear Bomb?
27:35 • 5min
Venture Capital - Are You Marking Your Books Right?
32:06 • 5min
Are You Overly Optimistic on Venture?
36:45 • 4min
Private Equity Versus Venture Capital - What's the Bottom Line?
40:51 • 5min
Bringing in the Right People
46:03 • 2min
Is the Digital Asset Economy Real?
48:13 • 5min